626 FINANCIAL, LLC
Portage, Michigan
5.0
2 Reviews
626 Financial, LLC is a reputable investment advisory firm based in Portage, MI. With over 370 individual clients and an impressive $260,978,000 in assets under management, they have established themselves as a trusted financial partner. 626 Financial, LLC operates from a single office, catering to clients in the local area.
Dedicated to providing personalized investment solutions, 626 Financial, LLC boasts expertise in managing employer 401Ks and individual assets, accounting for roughly half of their assets under management. The firm's approach revolves around discretionary management, ensuring that all investment decisions are...
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Assets Under Mgmt
$260.98M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Articles
Articles
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